Polaris Wealth Advisory Group’s Southwest Airlines LUV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-144,123	Closed	-$5.21M	–	170
2022 Q2	$5.21M	Buy	+144,123	New	+$6.2M	0.42%	57
2021 Q2	–	Sell	-114,954	Closed	-$7.29M	–	192
2021 Q1	$7.29M	Buy	114,954 +17,007	+17%	+$905K	0.47%	68
2020 Q4	$4.6M	Buy	+97,947	New	+$4.24M	0.34%	85
2019 Q1	–	Sell	-62,305	Closed	-$2.9M	–	162
2018 Q4	$2.9M	Buy	62,305 +62,155	+41,437%	+$3.3M	0.27%	65
2018 Q3	$9K	Sell	150 -817	-84%	-$47.8K	﹤0.01%	411
2018 Q2	$55K	Sell	967 -150	-13%	-$7.9K	﹤0.01%	127
2018 Q1	$64K	Buy	+1,117	New	+$67.1K	0.01%	203
2016 Q2	–	Sell	-316,458	Closed	-$14.2M	–	120
2016 Q1	$14.2M	Buy	316,458 +85,749	+37%	+$3.49M	2.22%	12
2015 Q4	$9.93M	Buy	230,709 +47,339	+26%	+$2.1M	1.6%	26
2015 Q3	$6.97M	Buy	+183,370	New	+$6.77M	1.43%	33